Add option to filter by Class of

Remove the tabs so you can see all phones and emails at a glance, without having to click anything. Why are multiple tabs needed at all? Very, very few constituents have so many phones and emails that the list would require scrolling.

At the moment it is only possible to soft credit gift records. It would be really useful if there was an option to soft credit proposals in the Prospect module too.

We have a policy that all CASH gifts need to be entered in Batches which tie to actual bank deposits and are used for reconciliation. Pledges are entered on a donors record (before the payment). On occaision an error was made where employee meant ...

Change workflows

Currently unable to pull soft credit gift amounts via query. Our organization utilizes soft credits on a grand scale, and we are unable to pull out specific donors by amount. Although the option of soft credit gift amount in grid appears to be an ...

Currently in Query, users are able to output the specific rating they want, regardless of there being multiple different rating descriptions with the same source value; Export doesn't allow this. I was trained to use Export to output your fields o...

That would show at a glance which gifts had notes attached to them instead of having to open each one.

Would like to be able to have 3 contact types available in Solicitor Performace Analysis Report so Solicitors can use the report to make their calls. Need to have Home, work and email information. Only one phone type is now available.

If I enter a split gift in order to reflect multiple funds, i should be able to assign different receipt amounts so that the receipt amt is not double counted in reports such as Financial Reports>Gift Detail and Summary Reports See here: http:/...